This is a capabilities overview for SMH Market & Liquidity Services. We provide Strategic Shareholder Communication, Trading Support and Equity Spotlight Reports. Visit our website at www.smhmls.com for more information.
During this presentation, Davis Advisors' investment professionals provide insights from famous investors like Benjamin Graham and Shelby Davis. They discuss how avoiding emotional reactions, understanding market crises are inevitable, not trying to time the market, and being patient have helped long-term investors succeed despite periods of uncertainty and volatility. Historical data is presented showing the benefits of these principles over time.
The document provides commercial real estate sales data for Sacramento industrial, office, multifamily, and retail properties in 2008. Median sale prices ranged from $894,000 for manufacturing buildings to $2,075,000 for garden-style apartments. Average sale prices per square foot ranged from $122.14 for warehouses to $282.43 for free-standing retail buildings. The data also includes charts showing sale price trends over time and breakdowns of listings by property size. Recent sale listings are highlighted with details on listing price and final sale price.
The 2003 annual report summarizes Fiserv's financial performance for the year. Some key highlights include:
- Processing and services revenues increased 22% to $2.7 billion.
- Net income grew 18% to $315 million.
- Diluted earnings per share rose 18% to $1.61.
- Cash flow from operations increased 16% to $598.1 million.
- The number of employees grew 12% to 21,700 and number of clients increased 15% to 15,000.
Guest2Web aims to provide better internet experiences for hotel guests. Hotel owners currently spend $400/month on WiFi infrastructure and support but provide poor quality service. Guest2Web will reduce these costs while allowing owners to monitor usage and monetize the network through ads. By partnering with 50 hotels in the first year, 100 in the second, and 150 in the third, Guest2Web projects $747,790 in net income by year three. They seek advisors, investors, and partners to help guide, fund, and grow the business. Risks include competition and ensuring a high conversion rate for upselling additional services.
Fairborne Energy Ltd. is an oil and gas company with production of 4,500 BOE/d, reserves of 23.1 MMBOE, and an estimated resource of 131 MMBOE in its Cardium assets. It has a large drilling inventory with over 1,000 gross locations identified. Fairborne has a $80 million bank line and $13 million working capital deficit, with management ownership of 5%. The company plans to increase production through an active drilling program in its Cardium and Wilrich horizons over the next year. Fairborne believes it is well positioned due to its large land position in multiple zones, low corporate decline rate, and competitive cost structure compared to its peers.
Bill Stankeiwicz Copy Scope 2010 Bristlecone Co. StrategyBillStankiewicz
Sara Lee implemented SAP BusinessObjects solutions to gain visibility into their spend data across 19 business units and 22 source systems. This allowed them to aggregate billions in spend across approximately 15 sites and multiple business units. They were able to classify all of their spend into a proprietary taxonomy and perform supplier normalization in just 12 weeks. Leading companies are already benefiting from increased savings, improved processes, and reduced supplier risk through SAP's solutions.
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The document outlines the business plan and financial reports for Black Market, a late-night snack business started by 5 students in 2011. It details the founding, products offered, marketing strategy, sales and expenses over 16 weeks, as well as cash flows and balance sheets. Black Market was successful, with net profits increasing each period and cash on hand growing from an initial investment of 1,000,000 to 1,678,840 by the final period reported.
During this presentation, Davis Advisors' investment professionals provide insights from famous investors like Benjamin Graham and Shelby Davis. They discuss how avoiding emotional reactions, understanding market crises are inevitable, not trying to time the market, and being patient have helped long-term investors succeed despite periods of uncertainty and volatility. Historical data is presented showing the benefits of these principles over time.
The document provides commercial real estate sales data for Sacramento industrial, office, multifamily, and retail properties in 2008. Median sale prices ranged from $894,000 for manufacturing buildings to $2,075,000 for garden-style apartments. Average sale prices per square foot ranged from $122.14 for warehouses to $282.43 for free-standing retail buildings. The data also includes charts showing sale price trends over time and breakdowns of listings by property size. Recent sale listings are highlighted with details on listing price and final sale price.
The 2003 annual report summarizes Fiserv's financial performance for the year. Some key highlights include:
- Processing and services revenues increased 22% to $2.7 billion.
- Net income grew 18% to $315 million.
- Diluted earnings per share rose 18% to $1.61.
- Cash flow from operations increased 16% to $598.1 million.
- The number of employees grew 12% to 21,700 and number of clients increased 15% to 15,000.
Guest2Web aims to provide better internet experiences for hotel guests. Hotel owners currently spend $400/month on WiFi infrastructure and support but provide poor quality service. Guest2Web will reduce these costs while allowing owners to monitor usage and monetize the network through ads. By partnering with 50 hotels in the first year, 100 in the second, and 150 in the third, Guest2Web projects $747,790 in net income by year three. They seek advisors, investors, and partners to help guide, fund, and grow the business. Risks include competition and ensuring a high conversion rate for upselling additional services.
Fairborne Energy Ltd. is an oil and gas company with production of 4,500 BOE/d, reserves of 23.1 MMBOE, and an estimated resource of 131 MMBOE in its Cardium assets. It has a large drilling inventory with over 1,000 gross locations identified. Fairborne has a $80 million bank line and $13 million working capital deficit, with management ownership of 5%. The company plans to increase production through an active drilling program in its Cardium and Wilrich horizons over the next year. Fairborne believes it is well positioned due to its large land position in multiple zones, low corporate decline rate, and competitive cost structure compared to its peers.
Bill Stankeiwicz Copy Scope 2010 Bristlecone Co. StrategyBillStankiewicz
Sara Lee implemented SAP BusinessObjects solutions to gain visibility into their spend data across 19 business units and 22 source systems. This allowed them to aggregate billions in spend across approximately 15 sites and multiple business units. They were able to classify all of their spend into a proprietary taxonomy and perform supplier normalization in just 12 weeks. Leading companies are already benefiting from increased savings, improved processes, and reduced supplier risk through SAP's solutions.
office space toronto, toronto office space, office search toronto, office space in toronto, office rentals toronto, commercial office space, commercial real estate toronto, office rent toronto, toronto offices for lease
The document outlines the business plan and financial reports for Black Market, a late-night snack business started by 5 students in 2011. It details the founding, products offered, marketing strategy, sales and expenses over 16 weeks, as well as cash flows and balance sheets. Black Market was successful, with net profits increasing each period and cash on hand growing from an initial investment of 1,000,000 to 1,678,840 by the final period reported.
Deutsche EuroShop is Germany's only public company that invests solely in shopping centers. It owns interests in 16 shopping centers located in Germany, Poland, Austria and Hungary. The presentation provides an overview of the company, its portfolio, financials and strategy. The company aims for stable growth through acquisitions and expanding its existing centers. Its long-term leases provide secure rental income and it maintains a diversified tenant base across sectors.
Deutsche EuroShop is Germany's only public company that solely invests in shopping centers. It owns interests in 16 shopping centers located primarily in Germany, but also in Poland, Austria, and Hungary. The company aims to grow its portfolio value and dividends through a buy and hold strategy focused on high-quality shopping centers with long-term leases. Deutsche EuroShop has seen strong and consistent growth in revenue, earnings, funds from operations, and dividends in recent years.
Monsanto Vice President Kerry Preete presented at the Merrill Lynch Chemicals Conference on March 15, 2005. The presentation discussed Monsanto's crop production platforms in large-acre and small-acre crops, highlighting biotechnology adoption rates. It also summarized Monsanto's market leadership in key crops such as corn, soybeans, and cotton, and new product innovations in plant breeding and biotechnology to enhance crop traits and create value.
pulte homes 91DC7C77-0015-45F1-A981-8387FF35D0E1_phm_InvestorPresentation200812finance42
The document provides an investor presentation by Pulte Homes covering the current state of the homebuilding industry and Pulte's strategies. It notes that (1) excess inventory and low buyer demand continue to plague the industry, (2) Pulte is focusing on generating cash, reducing inventory and costs, and maintaining financial discipline to weather the downturn, and (3) Pulte's long-term strategic focus on product segmentation, quality, and operational excellence positions it for future growth as the industry recovers and long-term demographic trends remain positive.
The document demonstrates the benefits of an indexed annuity product called Index-5 from American Equity over a 12-year period from 1998 to 2010. The Index-5 was able to accumulate value based on the appreciation of the S&P 500 index without losses in down years of the index due to its annual reset design. It provided upside potential while guaranteeing the principal. Indexed annuities offer benefits like minimum guarantees, tax deferral, guaranteed lifetime income and preservation of premium.
The document summarizes a presentation for Fortune Minerals Limited, a Canadian mineral development company with two late-stage projects: the Arctos Anthracite Project in BC and the NICO gold-cobalt project in the Northwest Territories. It provides an overview of the Arctos project, which involves developing one of the world's largest deposits of high-quality anthracite coal via an open-pit mine with on-site processing facilities and a railway to transport coal to the deep water port of Prince Rupert. A definitive feasibility study update in October 2012 confirmed the technical and economic viability of the project.
This document provides an annual report for Henry Schein, Inc. for the year 2003. Some key points:
- Henry Schein achieved record sales of $3.4 billion in 2003, up 19% from 2002, serving over 425,000 dental, medical, and veterinary customers worldwide.
- Net income was $139.5 million, up 18% from 2002. Earnings per share were $3.10, also up 18%.
- The company pursued strategic acquisitions and initiatives in areas like vaccines and injectables to drive growth.
- Looking ahead, the CEO expressed confidence that changing healthcare market trends and demographics position Henry Schein well for continued growth in serving the
1) The document discusses the development of a new social media metric called the Semantic Engagement Index (SEI) which analyzes conversations on social media to understand brand sentiment.
2) Case studies show the SEI has strong correlations to sales for hospitality and food & beverage clients, and is a better predictor than traditional sentiment analysis.
3) Incorporating the SEI into marketing response models provides insights on how to effectively monitor and manage social media conversations to improve business performance.
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Kerry Preete, Vice President of U.S. Crop Production at Monsanto, presented at the Banc of America Field of Dreams Tour on July 12-13, 2005. The presentation discussed Monsanto's market leadership in biotech traits, with global biotech acreage growing 11% and U.S. acreage growing 4% in 2005. It also overviewed Monsanto's pipeline of new biotech traits for corn, cotton, and soybeans that will drive continued growth and deliver value to farmers through improved yields and weed control.
M&A Trends, Valuation and Financial Preparation for an M&A DealWhitmeyerTuffin
This document provides a summary of M&A market activity and valuations for 2011. Key points include:
- Private equity groups have $490 billion of dry powder to invest in deals. However, relatively few high-performing target companies exist compared to available capital.
- Valuations have rebounded from lows in 2008-2009, with total enterprise value to EBITDA multiples between 5-7x for lower middle market deals of $10-250 million.
- Strategic buyers and private equity groups remain active in emerging growth and middle market M&A, seeking growth opportunities without taking on significant risk. Modest economic growth also supports the buy versus build strategy.
The document provides market data for industrial, office, multifamily, and retail properties in Reno, Nevada for the fourth quarter of 2008. Some key points:
- For industrial properties, the average asking sale price per square foot was $122.63. Manufacturing buildings had the highest average size at 59,352 square feet.
- For office properties, the average asking sale price per square foot was $215.52. Office buildings had the highest average size at 10,848 square feet.
- For multifamily properties, garden/low-rise buildings had the highest median asking sale price at $887,000. Mid/high-rise buildings had the highest average number of units at 147.
The document is Timken Company's 2004 annual report. It discusses:
1) Timken achieved record sales of $4.5 billion in 2004, a 19% increase over 2003, and net income nearly quadrupled to $135.7 million.
2) The company strengthened its financial position in 2004, lowering its debt-to-capital ratio despite higher working capital needs.
3) Timken made progress integrating its largest acquisition, The Torrington Company, and realized $80 million in integration savings, ahead of target.
This annual report summarizes Amgen's performance in 2000 and outlines goals for the future. Key points include:
- Amgen achieved strong financial results in 2000 and aims to more than double revenues and products on the market in the next five years.
- Goals for the future include launching new products like ARANESP beginning in 2001, expanding R&D capabilities and the product pipeline, and strengthening the organization.
- Four new products could launch in the next 18 months - ARANESP, anakinra, abarelix-depot, and SD/01. R&D spending will increase to nearly $1 billion in 2001 to support pipeline growth.
This document provides an agenda for a press conference on March 12th, 2008 introducing the 30th Efma Convention on leadership in retail finance on March 13th-14th in Paris. The press conference will feature presentations on the World Retail Banking Report, highlighting trends in the retail banking industry globally, including findings on pricing indexes and organic growth in domestic markets. Speakers will include Patrick Desmares of EFMA, Bertrand Lavayssiere of Capgemini, and Felix Potvliege of ING Group, with time for questions and answers.
The Sherwin-Williams Company reported record financial results for 2007. Net sales increased 2.5% to $8 billion, a new record. Net income grew 6.9% to $615.6 million. Earnings per share increased 12% to $4.70. Cash from operations was $874.5 million, an increase of nearly $60 million over 2006. The company completed seven acquisitions to expand its product offerings and store presence globally.
mFoodx is developing a mobile B2B marketplace app for the wholesale food industry in India to address inefficient supply chains. The app will digitize supply chain processes like negotiating prices, tracking orders and reducing waste. It aims to connect buyers like hotels and food processors with sellers like farms and warehouses. The business model involves charging transaction fees from orders and logistics. The startup is seeking seed funding and plans to launch an MVP in early 2015 and expand across India to address the large market opportunity in the food sector.
WholesaleRaja is an e-commerce company based in India. Headquartered in Bangalore, wholesaleraja.com was launched in April 2015. founded by Vineet Saraogi.WholesaleRaja.com serves as an selling platform for Seller and a Wholesale buying platform for buyer.
Smarter Equine Joint Care Strategies presented by SmartPak Equine Sept 2011susantuller
Join SmartPak Equine for our September webinar on Smarter Equine Joint Care Strategies; learn why bad things happen to good joints and how horse owners can help.
The document is a portfolio from a web development team summarizing some of their projects over the last 7 years. It includes short descriptions of 20 projects across various industries like translation services, food delivery apps, transportation apps, and more. The portfolio shows the team's experience building websites and apps using technologies like PHP, .NET, and WordPress.
Maqui superBerry Health Supplement Pre-Marketing in Malaysia Training Present...Boo Yeang Khoo
This is our new site: Maqui SuperBerry KBYNetwork at
http://www.slideshare.net/dakhoos/synaura-opportunity-success-at-home-with-maqui-berry?from=share_email
Global b2b market place to grow your businessBrad Luther
Global B2B Marketplace get quality trade leads for products Manufacturers Buyers Sellers Suppliers Importers Exporters Wholesale Agents Traders and all Industries worldwide in BizBilla.com
Deutsche EuroShop is Germany's only public company that invests solely in shopping centers. It owns interests in 16 shopping centers located in Germany, Poland, Austria and Hungary. The presentation provides an overview of the company, its portfolio, financials and strategy. The company aims for stable growth through acquisitions and expanding its existing centers. Its long-term leases provide secure rental income and it maintains a diversified tenant base across sectors.
Deutsche EuroShop is Germany's only public company that solely invests in shopping centers. It owns interests in 16 shopping centers located primarily in Germany, but also in Poland, Austria, and Hungary. The company aims to grow its portfolio value and dividends through a buy and hold strategy focused on high-quality shopping centers with long-term leases. Deutsche EuroShop has seen strong and consistent growth in revenue, earnings, funds from operations, and dividends in recent years.
Monsanto Vice President Kerry Preete presented at the Merrill Lynch Chemicals Conference on March 15, 2005. The presentation discussed Monsanto's crop production platforms in large-acre and small-acre crops, highlighting biotechnology adoption rates. It also summarized Monsanto's market leadership in key crops such as corn, soybeans, and cotton, and new product innovations in plant breeding and biotechnology to enhance crop traits and create value.
pulte homes 91DC7C77-0015-45F1-A981-8387FF35D0E1_phm_InvestorPresentation200812finance42
The document provides an investor presentation by Pulte Homes covering the current state of the homebuilding industry and Pulte's strategies. It notes that (1) excess inventory and low buyer demand continue to plague the industry, (2) Pulte is focusing on generating cash, reducing inventory and costs, and maintaining financial discipline to weather the downturn, and (3) Pulte's long-term strategic focus on product segmentation, quality, and operational excellence positions it for future growth as the industry recovers and long-term demographic trends remain positive.
The document demonstrates the benefits of an indexed annuity product called Index-5 from American Equity over a 12-year period from 1998 to 2010. The Index-5 was able to accumulate value based on the appreciation of the S&P 500 index without losses in down years of the index due to its annual reset design. It provided upside potential while guaranteeing the principal. Indexed annuities offer benefits like minimum guarantees, tax deferral, guaranteed lifetime income and preservation of premium.
The document summarizes a presentation for Fortune Minerals Limited, a Canadian mineral development company with two late-stage projects: the Arctos Anthracite Project in BC and the NICO gold-cobalt project in the Northwest Territories. It provides an overview of the Arctos project, which involves developing one of the world's largest deposits of high-quality anthracite coal via an open-pit mine with on-site processing facilities and a railway to transport coal to the deep water port of Prince Rupert. A definitive feasibility study update in October 2012 confirmed the technical and economic viability of the project.
This document provides an annual report for Henry Schein, Inc. for the year 2003. Some key points:
- Henry Schein achieved record sales of $3.4 billion in 2003, up 19% from 2002, serving over 425,000 dental, medical, and veterinary customers worldwide.
- Net income was $139.5 million, up 18% from 2002. Earnings per share were $3.10, also up 18%.
- The company pursued strategic acquisitions and initiatives in areas like vaccines and injectables to drive growth.
- Looking ahead, the CEO expressed confidence that changing healthcare market trends and demographics position Henry Schein well for continued growth in serving the
1) The document discusses the development of a new social media metric called the Semantic Engagement Index (SEI) which analyzes conversations on social media to understand brand sentiment.
2) Case studies show the SEI has strong correlations to sales for hospitality and food & beverage clients, and is a better predictor than traditional sentiment analysis.
3) Incorporating the SEI into marketing response models provides insights on how to effectively monitor and manage social media conversations to improve business performance.
office space toronto, toronto office space, office search toronto, office space in toronto, office rentals toronto, commercial office space, commercial real estate toronto, office rent toronto, toronto offices for lease
Kerry Preete, Vice President of U.S. Crop Production at Monsanto, presented at the Banc of America Field of Dreams Tour on July 12-13, 2005. The presentation discussed Monsanto's market leadership in biotech traits, with global biotech acreage growing 11% and U.S. acreage growing 4% in 2005. It also overviewed Monsanto's pipeline of new biotech traits for corn, cotton, and soybeans that will drive continued growth and deliver value to farmers through improved yields and weed control.
M&A Trends, Valuation and Financial Preparation for an M&A DealWhitmeyerTuffin
This document provides a summary of M&A market activity and valuations for 2011. Key points include:
- Private equity groups have $490 billion of dry powder to invest in deals. However, relatively few high-performing target companies exist compared to available capital.
- Valuations have rebounded from lows in 2008-2009, with total enterprise value to EBITDA multiples between 5-7x for lower middle market deals of $10-250 million.
- Strategic buyers and private equity groups remain active in emerging growth and middle market M&A, seeking growth opportunities without taking on significant risk. Modest economic growth also supports the buy versus build strategy.
The document provides market data for industrial, office, multifamily, and retail properties in Reno, Nevada for the fourth quarter of 2008. Some key points:
- For industrial properties, the average asking sale price per square foot was $122.63. Manufacturing buildings had the highest average size at 59,352 square feet.
- For office properties, the average asking sale price per square foot was $215.52. Office buildings had the highest average size at 10,848 square feet.
- For multifamily properties, garden/low-rise buildings had the highest median asking sale price at $887,000. Mid/high-rise buildings had the highest average number of units at 147.
The document is Timken Company's 2004 annual report. It discusses:
1) Timken achieved record sales of $4.5 billion in 2004, a 19% increase over 2003, and net income nearly quadrupled to $135.7 million.
2) The company strengthened its financial position in 2004, lowering its debt-to-capital ratio despite higher working capital needs.
3) Timken made progress integrating its largest acquisition, The Torrington Company, and realized $80 million in integration savings, ahead of target.
This annual report summarizes Amgen's performance in 2000 and outlines goals for the future. Key points include:
- Amgen achieved strong financial results in 2000 and aims to more than double revenues and products on the market in the next five years.
- Goals for the future include launching new products like ARANESP beginning in 2001, expanding R&D capabilities and the product pipeline, and strengthening the organization.
- Four new products could launch in the next 18 months - ARANESP, anakinra, abarelix-depot, and SD/01. R&D spending will increase to nearly $1 billion in 2001 to support pipeline growth.
This document provides an agenda for a press conference on March 12th, 2008 introducing the 30th Efma Convention on leadership in retail finance on March 13th-14th in Paris. The press conference will feature presentations on the World Retail Banking Report, highlighting trends in the retail banking industry globally, including findings on pricing indexes and organic growth in domestic markets. Speakers will include Patrick Desmares of EFMA, Bertrand Lavayssiere of Capgemini, and Felix Potvliege of ING Group, with time for questions and answers.
The Sherwin-Williams Company reported record financial results for 2007. Net sales increased 2.5% to $8 billion, a new record. Net income grew 6.9% to $615.6 million. Earnings per share increased 12% to $4.70. Cash from operations was $874.5 million, an increase of nearly $60 million over 2006. The company completed seven acquisitions to expand its product offerings and store presence globally.
mFoodx is developing a mobile B2B marketplace app for the wholesale food industry in India to address inefficient supply chains. The app will digitize supply chain processes like negotiating prices, tracking orders and reducing waste. It aims to connect buyers like hotels and food processors with sellers like farms and warehouses. The business model involves charging transaction fees from orders and logistics. The startup is seeking seed funding and plans to launch an MVP in early 2015 and expand across India to address the large market opportunity in the food sector.
WholesaleRaja is an e-commerce company based in India. Headquartered in Bangalore, wholesaleraja.com was launched in April 2015. founded by Vineet Saraogi.WholesaleRaja.com serves as an selling platform for Seller and a Wholesale buying platform for buyer.
Smarter Equine Joint Care Strategies presented by SmartPak Equine Sept 2011susantuller
Join SmartPak Equine for our September webinar on Smarter Equine Joint Care Strategies; learn why bad things happen to good joints and how horse owners can help.
The document is a portfolio from a web development team summarizing some of their projects over the last 7 years. It includes short descriptions of 20 projects across various industries like translation services, food delivery apps, transportation apps, and more. The portfolio shows the team's experience building websites and apps using technologies like PHP, .NET, and WordPress.
Maqui superBerry Health Supplement Pre-Marketing in Malaysia Training Present...Boo Yeang Khoo
This is our new site: Maqui SuperBerry KBYNetwork at
http://www.slideshare.net/dakhoos/synaura-opportunity-success-at-home-with-maqui-berry?from=share_email
Global b2b market place to grow your businessBrad Luther
Global B2B Marketplace get quality trade leads for products Manufacturers Buyers Sellers Suppliers Importers Exporters Wholesale Agents Traders and all Industries worldwide in BizBilla.com
This document provides an overview and analysis of several major online B2B marketplaces. It discusses Alibaba.com, Indiamart.com, Tradeindia, EC21, and TATAB2B.com. For each marketplace, it describes the company, products offered, sourcing services provided, and testimonials from users about their experiences. The document also defines what a B2B portal is and explains the benefits it provides for buyers and sellers in connecting them and facilitating business transactions globally.
Bizbilla is the best b2b marketplace for the Mongolian manufacturers, suppliers, exporters, importers, buyers, sellers, dealers, distributors, wholesalers, whole sellers, traders and agents to showcase their business and get connected with the business persons in Mongolia and worldwide.
Know More<> http://country.bizbilla.com/mn/b2b-Mongolia.htm
The document discusses ideas for cleantech startups and how to develop a business model. It emphasizes that an idea alone is not enough and business plans contain untested hypotheses that need validation. The key is to continually test hypotheses with customers through customer development and be willing to pivot the business model based on what is learned from customers. A good business model diagram shows the flows between a company and customers and should be the focus of startup founders rather than traditional business plans.
Alibaba Group has grown from 18 employees in 1999 to over 26,000 employees globally in 2014. It started as an online business platform founded by Jack Ma out of his apartment and has become the world's largest online commerce company. Alibaba Group operates numerous platforms including Alibaba.com, Taobao Marketplace, and Tmall that enable global trade and commerce for businesses and consumers. Its mission is to level the playing field and enable small businesses to leverage technology and innovation to compete effectively globally.
This document provides an in-depth comparison of eBay.com and Alibaba.com. It includes detailed profiles of each company's history, products/services, financial performance, core strategies, and competitive environment. Key differences highlighted include eBay.com starting as an individual auction site in 1995 while Alibaba.com launched in 1999 as a business-to-business marketplace. Both have grown significantly but pursue different strategic approaches - eBay.com emphasizes differentiation while Alibaba.com focuses on growth and low prices.
The document summarizes information about Alibaba Group and its major e-commerce platforms and services. It provides the following key details:
1) Alibaba is the world's largest e-commerce company, operating major platforms like Taobao and Tmall with over 1 billion active buyers and 10 million active sellers.
2) It has the highest single-day sales for its annual Singles Day shopping festival, generating over $30 billion in sales in 2021.
3) The document outlines Alibaba's business models, comparison to major shopping events in other regions like Black Friday, and its expansion of services to India.
Fiserv has experienced strong growth over its 20 year history, with revenues increasing at a 24% compounded annual rate and earnings per share growing at 21%. The company focuses on organic revenue growth through expanding existing client relationships and adding new clients by providing integrated solutions and value-added services. Fiserv's transaction processing expertise positions it well to capitalize on emerging trends in financial services and health plan management. The company's integration initiative aims to tightly integrate its technology platforms to better serve clients and drive organic growth.
This document is Fiserv's 2005 annual report. It highlights the company's financial performance for the year, including 9% revenue growth to $4.059 billion and 16% growth in net income to $440 million. It discusses the company's strengths in leadership in key areas like technology, markets, service excellence, and products. It provides an overview of the company's strategic focus, goals for 2006, and biggest challenges. It also includes interviews with the CEO Jeffery Yabuki where he discusses his leadership philosophies and plans for Fiserv.
The document compares monthly income and total expected benefits from annuities versus portfolio distributions at different ages. The top graph shows that monthly income from portfolio distributions starts lower but increases with age, surpassing annuity payments. The bottom graph shows that total expected benefits including ending portfolio value are higher than annuity benefits alone, though it depends on market performance. Both graphs make the comparisons over an expected longevity time period based on starting age.
Monsanto outlines a two-step, two-horizon strategy to 20210 that focuses on growing its current portfolio and pipeline from 2006-2010, and leading through innovation in an increasingly competitive market. In the near term, Monsanto aims to grow the value of corn and cotton franchises by expanding market share and trait penetration. It also aims to establish stacked traits as the technology of choice for farmers. Longer term, Monsanto's strategy is to lead by commercializing new traits annually and expanding its global genetic footprint.
The document discusses key lessons from successful venture capital investments and exits. It provides case studies of companies that had early market leadership and were acquired, including Airespace (acquired by Cisco), Lightera (acquired by Ciena), and Kidaro (acquired by Microsoft). The case studies illustrate how being early to market with innovative technology, building a large customer base, and having strong execution can lead to acquisition opportunities that generate high returns for investors. The document also outlines best practices for venture capital firms regarding investment and harvesting decisions.
The document contains metrics for lead generation activities in 2009, including new leads by channel, opportunities in the sales pipeline, number of contacts in the database, cost per lead, and conversion rates. Key metrics show an increase in new leads from webcast registrations and free trials over the year, with opportunities in the sales pipeline peaking in October at $785,965. The number of contacts in the database grew but fell short of goals, while cost per lead and landing page conversion rates fluctuated over the four quarters. Email campaign click-through rates ranged from 2.0% to 7.3%.
The document lists various services, companies, associated bills, and referral fees. It includes services like feng shui, home loans, home security cameras, insurance, investments in UK land, maid services, motor car insurance, property transactions, renovation, used car dealership, virtual offices, web design, web hosting, and will writing. Referral fees range from $5 for every $100 to $800 for seller referrals over $1 million for property transactions. Distributor prices and referral fees are also listed for air purifiers. Overall referral fees can provide up to a 10% overriding commission at the first level and 5% at the second level. Rates are subject to change so checking the listed website for updates
Each month, Charter One Realty publishes updates for each of the major areas in its real estate market. On the 14th of each month Hilton Head Island areas are updated. On the 28th, Bluffton-Mainland communities are updated. This is a compilation of those updates with links to each community. If you have any questions, visit our website at www.charteronerealestate.com or email us at info@charteronerealty.com. Thanks and we hope you find this report useful.
This document provides real estate market data for Hilton Head Island and Bluffton-Mainland communities, showing the number of homes sold and median sales price from 2001-2011. Graphs display trends in units sold and median price for individual communities. Links are provided for more information on each community. The document aims to analyze and compare real estate market performance across the area.
The document is Timken Company's 2004 annual report. It discusses:
1) Timken achieved record sales of $4.5 billion in 2004, a 19% increase over 2003, and net income nearly quadrupled to $135.7 million.
2) The company strengthened its financial position in 2004, lowering its debt-to-capital ratio despite higher working capital needs.
3) Timken made progress integrating its largest acquisition, The Torrington Company, and realized $80 million in integration savings, ahead of target.
The corporate presentation provides an overview of Claude Resources and its gold assets in Canada. It summarizes that Claude has 3 gold mining operations located in proven mining regions of Canada, with each hosting over 1 million ounces of gold. It also outlines Claude's plans to increase production by 80% by 2017 while decreasing costs, focusing on organic growth from its existing resource base near current infrastructure. The presentation promotes Claude as a lower risk investment opportunity with potential for production and cost improvements.
PETsMART reported strong financial results for 2003, with net sales growing 11.2% and earnings per share increasing to $0.95 from $0.63 in 2002. The company's pet services business continued expanding rapidly, with revenue growing 25.4% for the year. PETsMART opened 60 new stores in 2003 and plans to open 90 new stores in 2004, growing its annual square footage by about 12%. The company also remodeled existing stores and expanded its pet services like grooming and training to further differentiate the PETsMART brand.
PETsMART reported strong financial results for 2003, with net sales growing 11.2% and earnings per share increasing to $0.95 from $0.63 in 2002. The company's pet services business continued expanding rapidly, with revenue growing 25.4% for the year. PETsMART opened 60 new stores in 2003 and plans to open 90 new stores in 2004, growing its annual square footage by about 12%. The company also remodeled existing stores and expanded its pet services like grooming and training to further differentiate the PETsMART brand.
This document contains contribution information for Rafael Montero Monfiel with SS Number 06-1852354-2. It shows his monthly social security premium contributions from 2001 to 2012, ranging from $0 to $1,560. In total, it lists 124 contributions made over the years totaling $139,138.
The document recommends purchasing $400 million of 11.375% Senior Subordinated Notes issued by Michaels Stores, Inc. due to its belief that Michaels will weather the economic downturn better than most retailers and that the yield adequately compensates for the risks. Michaels is the largest arts and crafts retailer in North America with a history of growth and margin improvement. While near-term earnings may decline, the company is expected to maintain its market position, grow stores, generate cash flow, and reduce debt.
This document summarizes housing sales data for South Mackay, Australia from 2007 to 2010. It shows the number of house sales, average sale price, moving median price, annual price growth, lowest sale price and highest sale price for each year. Housing sales declined from 186 in 2007 to 101 in 2008 and rebounded slightly to 113 in 2009, but there were no sales reported for 2010. Average and median sale prices remained relatively stable from 2007 to 2009, with less than a 2% price increase.
- The document discusses Monsanto's third-quarter 2008 financial results and outlook.
- Monsanto reported strong earnings growth of 41% in the third quarter of 2008 compared to the same period in 2007, with ongoing diluted earnings per share of $1.45.
- For the full year 2008, Monsanto expects ongoing diluted earnings per share to increase approximately 70% over 2007, reaching around $3.40 per share.
- The document discusses Monsanto's third-quarter 2008 financial results and outlook.
- Monsanto reported strong earnings growth of 41% in the third quarter of 2008 compared to the same period in 2007, with ongoing diluted earnings per share of $1.45.
- For the full year 2008, Monsanto expects ongoing diluted earnings per share to increase approximately 70% over 2007, reaching around $3.40 per share.
CarNet is a startup company that plans to sell a product called CarNet. In the first 3 years, they project selling 500,000 units in year 1, 750,000 units in year 2, and 1,285,000 units in year 3. They estimate revenues of $150 million in year 1, $225 million in year 2, and $385.5 million in year 3. Expenses are estimated at $8.15 million in year 1, $77.52 million in year 2, and $98.85 million in year 3. The company expects to receive funding from friends/family, a Series A round, and a Series B round.
The document discusses different ways to earn money through multi-level marketing, including:
1. Retailing products and earning profits from the differences between distributor and retail prices.
2. Earning direct referral bonuses when people are referred to the sales force.
3. Earning matched sales bonuses based on sales points accumulated on the left and right sales teams.
4. Earning unilevel sales bonuses based on a percentage of commission points from different levels of the sales organization.
"Does Foreign Direct Investment Negatively Affect Preservation of Culture in the Global South? Case Studies in Thailand and Cambodia."
Do elements of globalization, such as Foreign Direct Investment (FDI), negatively affect the ability of countries in the Global South to preserve their culture? This research aims to answer this question by employing a cross-sectional comparative case study analysis utilizing methods of difference. Thailand and Cambodia are compared as they are in the same region and have a similar culture. The metric of difference between Thailand and Cambodia is their ability to preserve their culture. This ability is operationalized by their respective attitudes towards FDI; Thailand imposes stringent regulations and limitations on FDI while Cambodia does not hesitate to accept most FDI and imposes fewer limitations. The evidence from this study suggests that FDI from globally influential countries with high gross domestic products (GDPs) (e.g. China, U.S.) challenges the ability of countries with lower GDPs (e.g. Cambodia) to protect their culture. Furthermore, the ability, or lack thereof, of the receiving countries to protect their culture is amplified by the existence and implementation of restrictive FDI policies imposed by their governments.
My study abroad in Bali, Indonesia, inspired this research topic as I noticed how globalization is changing the culture of its people. I learned their language and way of life which helped me understand the beauty and importance of cultural preservation. I believe we could all benefit from learning new perspectives as they could help us ideate solutions to contemporary issues and empathize with others.
In a tight labour market, job-seekers gain bargaining power and leverage it into greater job quality—at least, that’s the conventional wisdom.
Michael, LMIC Economist, presented findings that reveal a weakened relationship between labour market tightness and job quality indicators following the pandemic. Labour market tightness coincided with growth in real wages for only a portion of workers: those in low-wage jobs requiring little education. Several factors—including labour market composition, worker and employer behaviour, and labour market practices—have contributed to the absence of worker benefits. These will be investigated further in future work.
BONKMILLON Unleashes Its Bonkers Potential on Solana.pdfcoingabbar
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Financial Assets: Debit vs Equity Securities.pptxWrito-Finance
financial assets represent claim for future benefit or cash. Financial assets are formed by establishing contracts between participants. These financial assets are used for collection of huge amounts of money for business purposes.
Two major Types: Debt Securities and Equity Securities.
Debt Securities are Also known as fixed-income securities or instruments. The type of assets is formed by establishing contracts between investor and issuer of the asset.
• The first type of Debit securities is BONDS. Bonds are issued by corporations and government (both local and national government).
• The second important type of Debit security is NOTES. Apart from similarities associated with notes and bonds, notes have shorter term maturity.
• The 3rd important type of Debit security is TRESURY BILLS. These securities have short-term ranging from three months, six months, and one year. Issuer of such securities are governments.
• Above discussed debit securities are mostly issued by governments and corporations. CERTIFICATE OF DEPOSITS CDs are issued by Banks and Financial Institutions. Risk factor associated with CDs gets reduced when issued by reputable institutions or Banks.
Following are the risk attached with debt securities: Credit risk, interest rate risk and currency risk
There are no fixed maturity dates in such securities, and asset’s value is determined by company’s performance. There are two major types of equity securities: common stock and preferred stock.
Common Stock: These are simple equity securities and bear no complexities which the preferred stock bears. Holders of such securities or instrument have the voting rights when it comes to select the company’s board of director or the business decisions to be made.
Preferred Stock: Preferred stocks are sometime referred to as hybrid securities, because it contains elements of both debit security and equity security. Preferred stock confers ownership rights to security holder that is why it is equity instrument
<a href="https://www.writofinance.com/equity-securities-features-types-risk/" >Equity securities </a> as a whole is used for capital funding for companies. Companies have multiple expenses to cover. Potential growth of company is required in competitive market. So, these securities are used for capital generation, and then uses it for company’s growth.
Concluding remarks
Both are employed in business. Businesses are often established through debit securities, then what is the need for equity securities. Companies have to cover multiple expenses and expansion of business. They can also use equity instruments for repayment of debits. So, there are multiple uses for securities. As an investor, you need tools for analysis. Investment decisions are made by carefully analyzing the market. For better analysis of the stock market, investors often employ financial analysis of companies.
5 Tips for Creating Standard Financial ReportsEasyReports
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Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...AntoniaOwensDetwiler
"Does Foreign Direct Investment Negatively Affect Preservation of Culture in the Global South? Case Studies in Thailand and Cambodia."
Do elements of globalization, such as Foreign Direct Investment (FDI), negatively affect the ability of countries in the Global South to preserve their culture? This research aims to answer this question by employing a cross-sectional comparative case study analysis utilizing methods of difference. Thailand and Cambodia are compared as they are in the same region and have a similar culture. The metric of difference between Thailand and Cambodia is their ability to preserve their culture. This ability is operationalized by their respective attitudes towards FDI; Thailand imposes stringent regulations and limitations on FDI while Cambodia does not hesitate to accept most FDI and imposes fewer limitations. The evidence from this study suggests that FDI from globally influential countries with high gross domestic products (GDPs) (e.g. China, U.S.) challenges the ability of countries with lower GDPs (e.g. Cambodia) to protect their culture. Furthermore, the ability, or lack thereof, of the receiving countries to protect their culture is amplified by the existence and implementation of restrictive FDI policies imposed by their governments.
My study abroad in Bali, Indonesia, inspired this research topic as I noticed how globalization is changing the culture of its people. I learned their language and way of life which helped me understand the beauty and importance of cultural preservation. I believe we could all benefit from learning new perspectives as they could help us ideate solutions to contemporary issues and empathize with others.
2. Executive Summary
• Facing the liquidity “black hole,” most small cap
companies today do not have the kind of attention
from Wall Street that has historically financed
emerging, high-growth companies.
• By taking on only high-quality, high-growth companies
under our MLS service, we intend to become the “go-
to” name for information and investment ideas for the
small-cap and micro-cap market.
• The right combination of issuer-paid research, trading
support and analysis and strategic investor
communication is tailored for each specific situation to
maximize the value of your public entity.
Visibility. Transparency. Opportunity.
2
3. Illiquidity can trump strong fundamentals
• Despite having strong fundamentals, illiquidity
can act as a gatekeeper to capital even for the
most promising small companies.
• Public markets are driven by trading liquidity.
Companies with little or no trading activity cannot
attract institutional-investor interest.
• The lack of informational liquidity is the other part
of the problem.
About 53% of all public companies have market
capitalization of less than $125 million and 83% of those
lack any research coverage. During the last five years,
more than 700 companies have lost research coverage as
Wall Street has slowly abandoned small cap companies.
3
4. SMH Market & Liquidity Services – Client Performance Since Engagement
Cubic Energy Inc. (AMEX: QBC) ZBB Energy Corp (AMEX: ZBB)
Stock Price & Volume Stock Price & Volume
419,800
1,142,500 1,870,500
1,089,600 260,200 1,027,000 803,300
1,771,300 1,170,000
1,021,800
200
$5.00 1,000
$5.00
Volume (in thousands)
SMH Initiation Report Biggest Gainer on the AMEX
Volume (in thousands)
$4.00 800 $4.00 150
SMH Initiation Report
Price
Price
$3.00 600 $3.00
100
Retained by SMH
$2.00 400 $2.00
SMH Initiation Report
Retained by SMH 50
$1.00
$1.00 200
$- 0
$0.00 0
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Cubic Energy Inc. retained SMH Market & Liquidity Services on 1/22/08 ZBB Energy Corp. retained SMH Market & Liquidity Services on 2/26/08
Stock Price $1.67 Stock Price $2.20
Volume 14,400 shares Volume 28,700 shares
As of 7/31/08 As of 7/31/08
Stock Price $4.68 Stock Price $3.50
Volume 374,900 shares Volume 26,400 shares
Stock Price Increase 180% since 1/22/08 Stock Price Increase 60% since 2/26/08
Volume Increase 253% 3 month Average Trading Volume Volume Increase 80% 3 month Average Trading Volume
4
5. Our Services Designed for Increased Exposure and Visibility
Strategic Investor Communication
Trading Support & Analysis Equity Spotlight Reports
12 month investor relations plan
Assisting in matching buyers and sellers Initiating coverage report consisting of in-
depth launch piece
Shareholder monitoring
Constant monitoring of industry news
Quarterly updates on coverage earnings
Peer investor analysis reports
Analysis of selling/buying pressure on stock
Investor road show services
Monthly technical and liquidity analyses
Online monitoring of stock bulletin board
discussion
Direct and constant conversations with
Market notes and response to industry
institutional buy-side news
Constant information to retail broker SMH Associates with direct dialogue with
network the company
Partner with existing IR firms
5
6. Leverage SMH Capital’s Broad Distribution Capabilities
SMH Capital has powerful equity distribution capabilities. With extensive institutional relationships and retail
brokerage offices across the nation, SMH has the ability to effectively place equity offerings in the right hands.
Institutional Investors SMH Retail
Experienced institutional sales group Retail focuses on providing unique investment
covers the traditional institutional opportunities to a core group of affluent
investment community by leveraging individual investors.
seasoned relationships.
Distribution
Network
Middle Markets Don Sanders Funds
Dedicated middle market group covers Don Sanders manages $1.0 billion in assets.
the burgeoning hedge fund community, For over 30 years, Don Sanders has
tapping into the large liquid pools of successfully been one of the leading retail
capital with flexible investment strategies. investment managers.
6
7. SMH Advantage – Retail Distribution
“We see the ability to leverage MLS’s platform on behalf of our clients. It provides us with unique access to
management, in-depth information, which gives us good, smart investment ideas. It’s a win-win situation.”
- Stephen Goodman, Middle Market Sales & Trading
New York, NY Office
Humbert Powell – Head of NY Office
Cleveland, OH 8 brokers
Paul Blackman – Head of Cleveland Office
Las Vegas, NV 15 brokers
Wayne Bieniasz – Head of Las Vegas Office
6 brokers
Tulsa, OK
Bill Mildren – Head of Tulsa Office
Los Angeles, CA 8 brokers
Dean Oakey – Head of LA Office
5 brokers Dallas, TX
Jim Moeller – Head of Dallas Office
5 brokers
Houston, TX Boca Raton, FL
Stephen Cordill – Head of Retail John Egan – Head of Boca Office
10 brokers 15 brokers
72 brokers + 42 SMH Partners (located in PA, NC, VA, GA, MD, IL, NM, CO)
7
9. Plan for First 3 Months
1st Month 2nd Month 3rd Month
• IR plan strategy with management • Decide on schedule of non-deal roadshow • Schedule non deal roadshows and retail visits
• Perform financial and legal due diligence at Company • Schedule meetings for non-deal roadshow •Continue to monitor trading for selling pressures
headquarters
• Distribute Progress Report •Distribution of any news releases
• Draft and post company overview to MLS website
• Distribute Trading and Shareholder Activity Report •Equity Spotlight quarterly update reports
• Review management presentation and provide
feedback • Continue to monitor shareholder activity •Monitor message boards for news on stock
• Conference Call with SMH Associate for Equity Spotlight • Distribute analysis of trading and shareholder activity •Incorporate feedback from institutional and retail on
initiation report how to improve story (if needed)
• Schedule conference calls with existing and potential
• Conference Call with SMH Traders to introduce story investors •Conference call updates with Management for SMH Sales
to begin the trading monitoring process and investors
• Discuss option of Google and Yahoo internet campaign
• Review of timing of initiating coverage report
• Discuss potential conferences company could present
• Conference call with SMH Sales Team
• Release Equity Spotlight Report
• Conference call with specialists and sales force
to review feedback/answer questions • Record video interview for MLS website
• Discuss timing of earnings releases and conference call
9
10. Proactive Client-Specific Agenda
MONTHS UNDER RETAINER
1st Month 2nd Month 3rd Month 4th Month 5th Month 6th Month Ongoing
Due Diligence
Site Visit
Request List - Documentation
Background Checks
Legal Write-Up
Ongoing monitoring
Research
Initial analyst meeting
Draft/write initial report
Distribute
Quarterly updates
Major news notes
Strategic Investor Management
Prepare plan 12 months
Prepare quot;tearsheetquot; for internal distribution
Non deal roadsshows (2x per year)
Investor conferences (continuous monitoring)
Shareholder Analysis
Investor discussions
Continuous Monitoring
Share pirce fluctuations
Selling pressure
Message board monitoring
Discussions with management
10
11. Equity Spotlight Reports
OVERVIEW
• Publish Equity Spotlight reports designed to provide investors with
insightful, qualitative and quantitative data on both the client
company’s business model and growth prospects, but on the industry
parameters as a whole as well.
SPECIFIC DELIVERABLES
• In-depth initiating coverage report, consisting of 20 – 30 pages. See
ZBB Energy’s report as example (attached).
• Quarterly updates to correspond to earnings releases, with initiating
coverage report included for completeness
• Market notes or other updates to respond to major news events as
they unfold
DISTRIBUTION
• Provided to client to verify facts before distributed
• Press release by client
• Pushed through SMH sales force and affiliated retail relationships
• Published on SMH website and other electronic outlets
11
12. Equity Spotlight Team
Located in Houston, our MLS Equity Spotlight Team is comprised currently of three individuals that work in tandem with
SMH Capital’s Institutional Research Group, which cover over 50 companies in 9 sectors.
Karen D.B. Kane – Assistant Director of Research
Karen Kane serves as the department’s assistant director of research and is a research principal. Karen joined Lovett
Underwood Neuhaus & Webb in 1984 as a research coordinator and retail sales liasion. She later became part of Lovett
Underwood’s Energy Team and provided analytical support before joining Williams MacKay Jordan & Co., which was
acquired by SMH in 1996, as an assistant analyst. Karen earned an Economics degree from Cornell University.
John Keeton - Associate
John Keeton joins SMH Capital from Koch Supply and Trade, where he was a senior natural gas trading
accountant. Prior to Koch, John was an accountant at Burlington Resources/Conoco Phillips and a gas accountant at
Superior Natural Gas. John holds an undergraduate degree in Business Administration from Texas State University,
where he graduated Summa Cum Laude. John is currently in his final year of the Masters of Finance program at the
University of Houston. At U of H, John is a Senior Portfolio Manager/Security Analyst for the University’s Cougar Fund,
which manages over $9 million of privately invested money.
John currently covers Cubic Energy (AMEX: QBC) and ZBB Energy (AMEX: ZBB).
Anthony Valdivia – Associate
Anthony Valdivia joins SMH Capital from Wells Fargo, where he was a financial analyst for that bank’s Regional
Commercial Banking division. Prior to Wells Fargo, and while attaining his B.B.A degree in finance from the Bauer
College of Business at the University of Houston, Tony gained experience as a financial analyst intern at Spring Street
Capital Management and as a finance and accounting intern at Superior Natural Gas. Tony is a CFA Level II Candidate.
Anthony currently covers Atrinsic (Nasdaq: NWMO) and Frontera Resources Corp. (OTCQX: FRTE).
12
13. Trading Support & Analysis
OVERVIEW
• Provide insight into the relative bid/ask pressures on
the stock, the sector changes and broad economic
influences while tracking the trading on a daily basis
SPECIFIC DELIVERABLES
• Monitor daily movements in stock, paying close
attention to broad sector pressures, specific company
news, etc.
• Email weekly qualitative and quantitative update to
management
• Prepare monthly comprehensive trading and
ownership analysis that will have key metrics such as
shareholder ownership changes, top institutional
ownership in the peer group, technical analysis,
valuation versus peer group, volume metrics, short
interest changes, etc. See exhibit for example report.
PROCESS
• Perform block trades as needed
• Monitor selling pressure; provide liquidity and trades
when needed
13
14. Strategic Investor Communication
OVERVIEW
• Providing key strategic investor communication to ultimately increase shareholder base
with quality institutions and retail accounts.
SPECIFIC DELIVERABLES
• Preparation of a 12-month IR plan within first 30 days of engagement to specify non-
deal roadshows, conference attendance, earnings release conference calls, etc.
• Scheduling non-deal roadshows - minimum of 2x per year (more if major news
release).
• Shareholder tracking and monitoring
• Assistance with improving management presentation
• Negotiating and scheduling conferences
• Work with media outlets to correspond with news releases or other events as deemed
possible (Equities Magazine, Small Cap Advisor, etc.)
• Initiate directed calling effort to accounts to provide research and other information
• Specific reports back to client on calling effort and feedback received (see Sample
Progress Report]
PROCESS
• SMH Capital Markets will communicate with buy-side to schedule non-deal
roadshows,etc.
• Utilize partner IR firm.
14
15. OTC QX Listing Option
• SMH Capital Is an OTC QX approved DAD/PAL
• The OTC QX is the place for reputable issuers to designate themselves from the rest of
the over-the-counter market.
• Modeled after the highly successful NOMAD/AIM model, the selection of a DAD should
be carefully considered as they can become your partner in establishing credibility and
providing professional guidance. SMH is that partner.
• In conjunction with our MLS platform, listing on the QX will serve to enhance your
company’s liquidity and exposure to a large U.S. investor base.
The company you
keep on the QX
}
15
17. Current Clients
ZBB Energy Corporation (AMEX: ZBB)
Renewable Energy – Energy Storage Solutions
$20 million market cap
Frontera Resources Corporation
Independent Oil & Gas – Exploration & Production
$78 million market cap
Cubic Energy Inc. (AMEX: QBC)
Independent Oil & Gas – Exploration & Production
$125 million market cap
Atrinisic (Nasdaq: NWMO)
Digital Media – Mobile Content
$50 million market cap
17
18. MLS Team
Core Team Joanne Verkuilen
Head of Market & Liquidity Services
Kathleen Unger
Director
Equity Reports Karen Kane
Assistant Director
John Keeton
Associate
Anthony Valdivia
Associate
Randy Billhardt
Trading Trader
18
19. Contact
www.smhmls.com
Joanne Verkuilen
Head of Market & Liquidity Services
(212) 893-1122
Joanne.Verkuilen@smhmls.com
Kathleen Unger
Director
(212) 893-1119
Kathleen.Unger@smhmls.com
527 Madison Avenue
New York, NY 10022
(212) 317-2700